Douglas Berkun has been affiliated with L&M since 1981 and is a Registered Representative with Securities America, Inc., an Investment Advisor Representative with Securities America Advisors, Inc.
He provides investment, retirement, and financial planning services to educators, police officers, firefighters, federal and postal employees, and municipal employees. As a result, he is extremely knowledgeable about the New York State pension system that city, county, and state employees participate in. He is also a licensed insurance agent and works with clients to find the right life insurance plan to meet their individual needs.
Education: Bachelor’s degree, Ithaca College, 1979
What I Like Most About My Job: I love working one-on-one with my clients to help with their financial planning needs.